2023 Form 5500 filing — Karl A. Schulz, M.D., Apc Profit Sharing Plan

Plain-English filing summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241210121548NAL0007532179001) for Karl A. Schulz, M.D., Apc Profit Sharing Plan, reported by Karl A. Schulz, M.D. A Professional Corporation under EIN 33-0170909 and plan number 001. It reports 3 participants. Attached schedules in the loaded dataset include Schedule I (small plan financials).

EFAST2 acknowledgement
20241210121548NAL0007532179001
Filing year
2023
Form type
2
Plan sponsor
Karl A. Schulz, M.D. A Professional Corporation
EIN
33-0170909
Plan number
001
Location
Rancho Mirage, CA
Participants
3
Schedules available
Schedule I
Received date
not reported in the loaded dataset

Reported financial snapshot (2023)

Total assets (EOY)
$4,940,473
Net assets (EOY)
$4,940,473
Total income / additions
$1,054,386
Administrative expenses
$30
Total expenses
$30
Net increase / (decrease)
$1,054,356
Schedule source
Schedule I

Related Form 5500 pages